ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 343 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,066,006 | -7.9% | 367,517 | -4.2% | 0.04% | -4.3% |
| Q2 2023 | $17,438,200 | +0.0% | 383,510 | +1.5% | 0.05% | +7.0% |
| Q1 2023 | $17,430,209 | +116396.5% | 377,686 | +13.4% | 0.04% | +10.3% |
| Q4 2022 | $14,962 | -99.9% | 333,003 | +25.8% | 0.04% | +11.4% |
| Q3 2022 | $11,775,000 | -24.9% | 264,612 | -21.0% | 0.04% | -20.5% |
| Q2 2022 | $15,678,000 | -4.6% | 334,851 | +1.1% | 0.04% | +7.3% |
| Q1 2022 | $16,435,000 | +8.4% | 331,144 | +15.6% | 0.04% | +17.1% |
| Q4 2021 | $15,164,000 | +9.5% | 286,483 | +10.1% | 0.04% | 0.0% |
| Q3 2021 | $13,848,000 | -10.2% | 260,102 | -9.8% | 0.04% | -12.5% |
| Q2 2021 | $15,423,000 | +100.7% | 288,319 | +97.9% | 0.04% | +81.8% |
| Q1 2021 | $7,686,000 | +131.8% | 145,713 | +139.9% | 0.02% | +120.0% |
| Q4 2020 | $3,316,000 | +4.9% | 60,749 | +4.5% | 0.01% | -9.1% |
| Q3 2020 | $3,161,000 | +7.4% | 58,131 | +7.3% | 0.01% | 0.0% |
| Q2 2020 | $2,943,000 | +24.5% | 54,172 | +20.4% | 0.01% | 0.0% |
| Q1 2020 | $2,363,000 | +8.8% | 45,001 | +7.9% | 0.01% | +37.5% |
| Q4 2019 | $2,172,000 | +16.5% | 41,689 | +17.1% | 0.01% | +14.3% |
| Q3 2019 | $1,865,000 | +721.6% | 35,594 | +672.8% | 0.01% | +250.0% |
| Q4 2018 | $227,000 | – | 4,606 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ZRC WEALTH MANAGEMENT, LLC | 441,611 | $19,305,038 | 16.67% |
| MCMORGAN & CO LLC | 2,034,125 | $88,921,784 | 16.44% |
| Williams Financial, LLC | 456,586 | $19,959,650 | 15.16% |
| High Falls Advisors, Inc | 986,973 | $43,145,542 | 12.95% |
| ONE Advisory Partners, LLC | 470,175 | $20,553,698 | 12.01% |
| Keystone Financial Services | 445,919 | $19,493,345 | 10.32% |
| Sharkey, Howes & Javer | 1,147,311 | $50,154,716 | 9.61% |
| Private Ocean, LLC | 1,632,359 | $71,358,568 | 9.06% |
| TNF LLC | 446,550 | $19,023,049 | 8.83% |
| Compass Ion Advisors, LLC | 1,102,715 | $48,205,214 | 8.27% |